Woodley Farra Manion Portfolio Management Inc is a large advisory firm based in Indianapolis. It manages $947.67 million of regulatory assets for 892 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, California, and 34 other states.
Woodley Farra Manion Portfolio Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Woodley Farra Manion Portfolio Management Inc is $947.67 million. The firm's AUM has grown by 572% since the beginning of its operation, and $155 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Woodley Farra Manion Portfolio Management Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Woodley Farra Manion Portfolio Management is high net worth individuals with 649 clients and $591.05 million of assets under management. Among the 10 most similar advisory firms, Woodley Farra Manion Portfolio Management has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $947.67 million for 892 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Woodley Farra Manion Portfolio Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Woodley Farra Manion Portfolio Management Inc performs its advisory services is located at 8555 N. River Road, Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 317-269-0224 or by fax 317-269-0227. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at woodleyfarra.com.